Purpose and Frequency
Review client projects monthly, by the fifth business day, for accurate assignments, due dates, status comments, deliverables, and client communications.
Audit
- Active projects: Confirm every task has an owner, realistic due date, and recent status comment; identify inactive or incomplete information.
- Overdue/blocked tasks: Confirm an explanation, revised deadline, next action, and assigned or escalated blocker resolution.
- Completed tasks: Verify completion and linked deliverables or documented storage; ensure incomplete work was not closed.
- Client communications: Confirm approvals, decisions, scope changes, deadlines, deliverables, and follow-ups are documented with an owner and due date.
Routine corrections are due within three business days; overdue or client-sensitive issues within one business day. Escalate repeated missed updates, unresolved blockers, and serious client-service risks.
Record audit date, client/project, issue, assignee, due date, and completion status. The audit is complete when every active project is reviewed and issues are corrected or assigned.